Brokers Offer Predictions for The Timken Company’s Q2 2025 Earnings (NYSE:TKR)

The Timken Company (NYSE:TKR) – Analysts at Zacks Research cut their Q2 2025 earnings per share estimates for shares of Timken in a research note issued on Wednesday, August 14th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings of $1.78 per share for the quarter, down from their prior estimate of $1.80. The consensus estimate for Timken’s current full-year earnings is $6.13 per share. Zacks Research also issued estimates for Timken’s FY2025 earnings at $6.89 EPS.

Timken (NYSE:TKR) last posted its earnings results on Wednesday, July 31st. The industrial products company reported $1.63 EPS for the quarter, beating the consensus estimate of $1.60 by $0.03. Timken had a return on equity of 16.36% and a net margin of 7.52%. The firm had revenue of $1.18 billion during the quarter, compared to the consensus estimate of $1.18 billion. During the same period last year, the company earned $2.01 earnings per share. The business’s quarterly revenue was down 7.1% on a year-over-year basis.

A number of other equities analysts have also commented on TKR. Evercore ISI cut their price objective on Timken from $94.00 to $87.00 and set an “in-line” rating on the stock in a research note on Monday. Raymond James assumed coverage on shares of Timken in a research report on Friday, June 28th. They issued a “market perform” rating on the stock. Stifel Nicolaus increased their price objective on shares of Timken from $92.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, May 1st. KeyCorp lifted their target price on shares of Timken from $95.00 to $104.00 and gave the stock an “overweight” rating in a research note on Thursday, May 23rd. Finally, Loop Capital upped their price target on shares of Timken from $78.00 to $87.00 and gave the company a “hold” rating in a research report on Wednesday, May 1st. One investment analyst has rated the stock with a sell rating, eight have issued a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat, Timken has an average rating of “Hold” and an average price target of $88.18.

Timken Stock Down 1.9 %

Shares of TKR opened at $81.83 on Monday. The stock’s 50-day moving average price is $82.18 and its two-hundred day moving average price is $84.59. Timken has a 12 month low of $65.71 and a 12 month high of $94.71. The company has a market capitalization of $5.74 billion, a PE ratio of 15.59, a PEG ratio of 1.78 and a beta of 1.46. The company has a current ratio of 2.95, a quick ratio of 1.64 and a debt-to-equity ratio of 0.72.

Timken Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 30th. Stockholders of record on Tuesday, August 20th will be given a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.66%. The ex-dividend date is Tuesday, August 20th. Timken’s payout ratio is 25.90%.

Insider Buying and Selling

In other news, CEO Richard G. Kyle sold 30,000 shares of Timken stock in a transaction dated Thursday, August 8th. The shares were sold at an average price of $80.46, for a total transaction of $2,413,800.00. Following the completion of the transaction, the chief executive officer now directly owns 244,485 shares in the company, valued at $19,671,263.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 8.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Timken

Several hedge funds have recently modified their holdings of TKR. Creative Planning lifted its stake in Timken by 1.7% in the second quarter. Creative Planning now owns 9,123 shares of the industrial products company’s stock valued at $731,000 after purchasing an additional 150 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its stake in Timken by 3.4% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 4,661 shares of the industrial products company’s stock valued at $407,000 after acquiring an additional 155 shares during the last quarter. Quadrant Capital Group LLC raised its holdings in shares of Timken by 10.1% during the 4th quarter. Quadrant Capital Group LLC now owns 1,954 shares of the industrial products company’s stock valued at $157,000 after buying an additional 179 shares in the last quarter. Manchester Capital Management LLC lifted its holdings in shares of Timken by 51.3% in the 1st quarter. Manchester Capital Management LLC now owns 605 shares of the industrial products company’s stock worth $53,000 after acquiring an additional 205 shares during the last quarter. Finally, William Blair Investment Management LLC lifted its stake in Timken by 3.7% in the first quarter. William Blair Investment Management LLC now owns 5,896 shares of the industrial products company’s stock worth $515,000 after purchasing an additional 213 shares during the last quarter. Institutional investors own 89.08% of the company’s stock.

About Timken

The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company's Engineered Bearings segment provides various bearing products, including tapered, spherical, and cylindrical roller bearings; plain bearings, metal-polymer bearings, and rod end bearings; radial, angular, and precision ball bearings; thrust and specialty ball bearings; journal bearings; and housed or mounted bearings.